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LeadManager: Manage Users: Locating A User's 'Agent ID'    

 

TOPICS COVERED IN THIS ARTICLE:

  • Find an Agent Id associated with a User
  • Find a User associated with an Agent ID

 

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

STEP BY STEP INSTRUCTIONS:

 

 

 

Find An Agent Id Associated With A User:

 

For example, you may need to find the Agent ID for “John Doe".

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

Under Administration, click on Users & Groups

 

 

On the row of the user’s name, click Options>Settings.

 

A new page will load, and the user's agent ID will display as a number at the end of the webpage URL (see screenshot below).

 

 

 

 

 

 

 

Find A User Associated With An Agent Id:

 

You may need to know what user is associated with Agent ID 100.

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

Under Administration, click on Users & Groups

 

 

 

On the row of the user’s name, click Options>Settings.

 

 

 

A new page will load, and the user's agent ID will display as a number at the end of the webpage URL (see screenshot below)

 

Replace the "AgentID=" value in the existing URL with “100” and press 'Enter' on your keyboard to reload the webpage.

 

The User Settings page that appears is the user who has Agent ID = 100.

 

locate_user_id2.jpg 

 

 

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